Latest Institutional Transactions on Ihares Core 1 5 Years Usd Bond (ISTB)
This table provides information on the latest institutional transactions involving Ihares Core 1 5 Years Usd Bond (ISTB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
309+ 2.35% |
$14.7K - $14.9K
|
13.5K
$654K
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
17.3KNew |
$822K - $835K
|
17.3K
$839K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 0.92% |
$47.6 - $48.4
|
110
$5.34K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
777+ 1.15% |
$37K - $37.6K
|
68.1K
$3.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-15K- 7.13% |
$715K - $727K
|
196K
$9.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-10.1K- 34.91% |
$481K - $489K
|
18.9K
$916K
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
24.4K+ 7.18% |
$1.16M - $1.18M
|
365K
$17.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-942- 1.87% |
$44.8K - $45.5K
|
49.4K
$2.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
33.3K+ 25.7% |
$1.58M - $1.61M
|
163K
$7.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-534- 1.64% |
$25.4K - $25.8K
|
32K
$1.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.23KNew |
$201K - $205K
|
4.23K
$205K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
2K+ 1.19% |
$95.4K - $96.9K
|
171K
$8.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Eukles Asset Management
|
SELL
|
- |
-840- 2.72% |
$40K - $40.6K
|
30K
$1.46M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
28+ 0.59% |
$1.33K - $1.35K
|
4.8K
$233K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-22.9K- 3.83% |
$1.09M - $1.11M
|
575K
$27.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
SELL
|
- |
-2- 0.01% |
$95.2 - $96.7
|
14.7K
$714K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
52.1K+ 97.1% |
$2.48M - $2.52M
|
106K
$5.14M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.38KNew |
$65.8K - $66.8K
|
1.38K
$67.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-3.71K- 4.32% |
$177K - $179K
|
82.3K
$3.99M
|
|
|
Apr 28, 2025
Q1 2025
|
Level Wealth Management LLC
Greensboro, NC |
SELL
|
- |
-3.09K- 13.27% |
$147K - $149K
|
20.2K
$979K
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
6.71K+ 4.94% |
$319K - $324K
|
142K
$6.91M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-124- 0.54% |
$5.9K - $6K
|
22.7K
$1.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
1.54K+ 0.3% |
$73.2K - $74.4K
|
520K
$25.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-16.1K- 76.2% |
$765K - $777K
|
5.02K
$244K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
90+ 1.07% |
$4.28K - $4.35K
|
8.47K
$411K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-7.33K- 10.59% |
$349K - $355K
|
61.9K
$3.01M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
5.69KNew |
$271K - $275K
|
5.69K
$276K
|
|
|
Apr 25, 2025
Q1 2025
|
Iron Financial, LLC
|
BUY
|
- |
2.54K+ 1.17% |
$121K - $123K
|
219K
$10.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
23.8K+ 8.62% |
$1.13M - $1.15M
|
300K
$14.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-126K- 8.4% |
$6.02M - $6.11M
|
1.38M
$66.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Townsend & Associates, Inc
|
BUY
|
- |
67.4K+ 6.57% |
$3.21M - $3.26M
|
1.09M
$53.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
25New |
$1.19K - $1.21K
|
25
$1.21K
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-929- 14.62% |
$44.2K - $44.9K
|
5.43K
$263K
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-1- 0.01% |
$47.6 - $48.4
|
18K
$873K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
20+ 0.33% |
$952 - $967
|
5.99K
$291K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-30- 1.19% |
$1.43K - $1.45K
|
2.49K
$121K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-10- 50.0% |
$476 - $484
|
10
$486
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-679- 50.0% |
$32.3K - $32.8K
|
679
$33K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-125- 1.15% |
$5.95K - $6.04K
|
10.8K
$523K
|
|
|
Apr 23, 2025
Q1 2025
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
3.26K+ 1.17% |
$155K - $157K
|
281K
$13.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-218- 27.32% |
$10.4K - $10.5K
|
580
$28.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-24- 0.12% |
$1.14K - $1.16K
|
19.8K
$960K
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
15.5K+ 5.21% |
$735K - $747K
|
312K
$15.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
SELL
|
- |
-320- 0.74% |
$15.2K - $15.5K
|
43.2K
$2.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
7.19KNew |
$342K - $348K
|
7.19K
$349K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
20.8KNew |
$992K - $1.01M
|
20.8K
$1.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.19K+ 0.77% |
$56.6K - $57.5K
|
156K
$7.59M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
524+ 3.58% |
$24.9K - $25.3K
|
15.2K
$736K
|
|
|
Apr 22, 2025
Q1 2025
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-9K- 61.87% |
$428K - $435K
|
5.54K
$269K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
33.4K+ 121.68% |
$1.59M - $1.62M
|
60.9K
$2.96M
|